Creating and Using Dashboard Templates
Understanding Dashboard Templates
Dashboard templates provide a powerful way to create standardized dashboard layouts that can be quickly applied across multiple accounts within your CRM. Instead of building each dashboard from scratch, you can save a dashboard configuration as a template and reuse it whenever needed.
Benefits of Using Dashboard Templates
Implementing dashboard templates offers several advantages for managing your CRM efficiently:
- Time Efficiency: Eliminate repetitive setup work by cloning existing dashboard configurations
- Consistent Reporting: Maintain uniform data visualization standards across all accounts
- Scalable Management: Easily deploy standardized dashboards to new accounts or clients
- Centralized Control: Make updates to templates that can be propagated to multiple dashboards
Creating a Dashboard Template
Access the Template Library
First, ensure you're in Agency View mode within your CRM. Navigate to the Template Library section from the main navigation menu.
Start the Template Creation Process
Click on the option to Create a Template. You'll be guided through a step-by-step process to set up your dashboard template.
Select Source Dashboard
Choose the sub-account that contains the dashboard you want to use as your template source. From the product type dropdown, select Dashboards, then pick the specific dashboard you wish to template.
Configure Template Details
Add organizational information to make your template easy to manage:
- Assign a category for better organization
- Add relevant tags for searchability
- Include a descriptive name and optional description
Publish Your Template
After reviewing all settings, click Publish Template to save it to your template library. Your new dashboard template will now appear in the template list for future use.
Quick Method: You can also create a template directly from an existing dashboard by clicking the three-dot menu next to the dashboard and selecting Upload as Template.
Applying Dashboard Templates
Access the Dashboard Section
Navigate to the Dashboard page within your account where you want to apply the template.
Create New Dashboard
Click the blue dashboard icon with the dropdown menu and select Add Dashboard. Choose the option to create From Template Library.
Select Your Template
Browse through your available templates and select the one you want to use. Click the Select tab, then Continue to proceed.
Customize Your Dashboard
Once the template has been applied, the new dashboard will appear in your account. You can then use the edit option to make any specific customizations to suit your current needs.